Creating Calculative Fields in Microsoft Dynamics 365

Overview

Microsoft Dynamics 365 is a paid add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

Calculated fields allow you to create automated calculations to use in your business processes. A calculated field can contain values resulting from simple math operations or conditional operations such as greater then, if-then-else, and many others.

Select the applicable tab for your edition of Responsive.

• Creating Calculative Fields in Microsoft Dynamics 365

  1. In Microsoft Dynamics, click the Settings icon and select Advanced Settings.
     
  2. Click Settings and select Customizations.
     
  3. Select Customize the System.
     
  4. Expand Opportunities below Entities, select Fields and then click New to create a calculative field.
     
  5. If you would like to map the Account Name to the Opportunity, create a custom field, select Calculated from the Field Type drop-down list and click Edit.
     
  6. Select Action from the drop-down.
     
  7. Click the right icon to save and then click Save and Close.
     
  8. Save and Close the window of custom fields once all are configured.
     
  9. Click Forms, then click Publish All Customizations.
     
  10. In Responsive, map the new custom field under Opportunity and the value will be fetched when you create a project in Responsive or Microsoft Dynamics 365.
      

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.